CW
Code Waechter Portfolio holdings
AUM
$141M
This Quarter Return
+7.21%
1 Year Return
+12.05%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$105M
AUM Growth
–
Cap. Flow
+$105M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
47.81%
Holding
100
New
100
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 5.85% |
| 2 | Technology | 5.8% |
| 3 | Utilities | 4.99% |
| 4 | Energy | 4.7% |
| 5 | Real Estate | 4.1% |
